下周必關注｜六月非農數據公佈；MiCA過渡寬限期正式結束（6.29-7.5）
- 核心觀點：下周（6月29日至7月5日）區塊鏈與加密領域迎來多項關鍵事件，包括監管截止（歐盟MiCA寬限期結束、俄羅斯挖礦禁令生效）、金融數據公佈（美國非農）、重要平台變動（幣安TON品牌變更、Polygon zkEVM關停）以及合規機構動態（Securitize上市、Robinhood新品發佈）。
- 關鍵要素：
- 歐盟MiCA寬限期於7月1日結束，約75%的舊加密平台（約2400家）因未獲牌照可能失去運營資格，無牌經營最高可面臨2年監禁及3萬歐元罰款。
- 俄羅斯擬自7月1日起在莫斯科市、莫斯科州及庫爾斯克州部分地區禁止加密貨幣挖礦，禁令將持續至2032年12月31日。
- 幣安將於6月30日移除所有現有TON現貨交易對，支援Toncoin品牌變更為Gram代幣GRAM，並暫停TON充提。
- Seamless、Mynth、Polygon zkEVM等多個DeFi協議將於7月1日前停止運營，用戶需在截止日前提取資產，逾期可能無法取回。
- 美國非農數據（6月失業率、非農就業人口）將於7月2日公佈，為市場提供關鍵宏觀經濟指標。
- Securitize預計於7月2日在紐交所上市，股票代碼「SECZ」，擬募集約4億美元，管理的鏈上實物資產規模超40億美元。
Key Highlights for Next Week
June 30
Strategy Preferred Stock STRC Goes Ex-Dividend on June 30, Monthly Dividend Rate to Be Reset;
July 1
Warsh, Galard, and Others to Speak at ECB Forum;
Russia Plans to Ban Crypto Mining in Moscow and Some Regions Starting July 1;
July 2
US to Release June Nonfarm Payroll Data on July 2;
July 4
Trump Account to Open Registration and Initial Funding on July 4;
From June 29 to July 5, here are more notable industry events and previews.
June 29
SharpLink to Be Added to Russell 2000 and Russell 3000 Indices on June 29
Odaily News Nasdaq-listed Ethereum treasury company SharpLink announced on X that it will be included as a component of the Russell 2000 and Russell 3000 indices, effective at the US stock market open on June 29, 2026, coinciding with the Russell index semi-annual rebalancing.
Binance to List MVLL, TQQQ, SQQQ USDⓈ-M Perpetual Contracts on June 29
Odaily News According to an official announcement, Binance Futures will list MVLLUSDT, TQQQUSDT, and SQQQUSDT USDⓈ-M perpetual contracts between 13:35 and 13:45 (UTC) on June 29, 2026. The maximum leverage for each is 20x, with a minimum trading quantity of 0.01, a minimum notional value of 5 USDT, a funding rate cap of +2.00%/-2.00%, and a settlement frequency of every 8 hours.
Upbit to Delist OXT on June 29
Odaily News According to an official announcement, Upbit will delist OXT on June 29.
June 30
Strategy Preferred Stock STRC Goes Ex-Dividend on June 30, Monthly Dividend Rate to Be Reset
Odaily News Strategy's STRC preferred stock is trading at approximately $73, about 27% below its $100 par value. Investors are focused on two events related to June 30. STRC will go ex-dividend on June 30, with eligible holders receiving a dividend of $0.48 per share on July 15. The other event is the reset of the monthly dividend rate. STRC's current effective yield is nearly 15%, and investors expect Strategy to raise the dividend rate from 11.50% to at least 12% or 12.50%. (CoinDesk)
Binance to Support Toncoin Brand Change to Gram, Remove TON Spot Trading Pairs on June 30
Odaily News According to an official announcement, Binance will support the rebranding of the Toncoin token TON to the Gram token GRAM. Binance will cease trading and remove all existing TON spot trading pairs at 11:00 (UTC+8) on June 30, 2026, including TON/FDUSD, TON/IDR, TON/TRY, TON/U, TON/USD1, TON/USDC, and TON/USDT, and will automatically cancel all pending orders. Binance will suspend TON token deposits and withdrawals at 11:30 (UTC+8) on June 30, 2026. TON tokens deposited after this time will not be credited.
FBI: OneCoin Scam Victims Can Apply for Compensation Before June 30
Odaily News The US Federal Bureau of Investigation (FBI) reminds victims of the OneCoin international cryptocurrency investment scam that they can apply for compensation through a special program by the US Department of Justice (DOJ) before the June 30 deadline.
This process allows individuals who purchased OneCoins between 2014 and 2019 and suffered direct financial losses from the OneCoin scheme to submit claims. Victims can submit applications by mail, email, or online form. Submitting an application does not guarantee financial compensation. The DOJ stated that OneCoin investors worldwide lost a total of over $4 billion.
Base Ecosystem Lending Protocol Seamless Announces Shutdown, Users Must Withdraw by June 30
Odaily News Base ecosystem lending protocol Seamless Protocol has announced its shutdown. The UI will go offline on June 30, 2026, after which team support will also cease. Users must remove all assets from the protocol before this date. Withdrawing assets through the UI is far simpler than interacting directly with the contract. Once the UI is offline, users can still recover assets through manual contract interaction, but the process is complex and team support will not be available.
July 1
Warsh, Galard, and Others to Speak at ECB Forum
Odaily News At 21:30 on July 1, Federal Reserve Chair Warsh, European Central Bank President Lagarde, Bank of England Governor Bailey, and Bank of Canada Governor Macklem will speak at the ECB Forum.
Odaily News The transitional grace period for the EU's MiCA crypto regulation will officially end on July 1, 2026. As of May 2026, only 194 crypto companies across the EU have obtained formal licenses, compared to over 3,000 registered crypto enterprises in 2024. Approximately 75% of older platforms are expected to lose their operating eligibility after the grace period ends. Platforms without licenses must cease operations in an orderly manner, transfer users to licensed platforms, or fully exit the European market by the deadline.
French regulator AMF warns that unauthorized operations can result in up to 2 years imprisonment and a fine of €30,000. If users' platforms fail to obtain a MiCA license, they may face situations where deposits are impossible or funds must be withdrawn. (Cryptoslate)
Russia Plans to Ban Crypto Mining in Moscow and Some Regions Starting July 1
Odaily News The Russian Ministry of Energy has drafted a government resolution proposing to ban cryptocurrency mining in Moscow city, Moscow Oblast, and parts of Kursk Oblast starting July 1, 2026. The ban is expected to last until December 31, 2032.
Russian authorities estimate that Moscow city and Moscow Oblast currently have 65 connected data centers with a total power capacity of 734 megawatts, including 19 data centers in Moscow Oblast with a combined capacity of 233 megawatts. (TASS)
Tennessee to Ban Crypto ATMs Statewide on July 1, Escalating Scam Enforcement
Odaily News Tennessee Governor Bill Lee has signed a bill banning the operation of cryptocurrency ATMs statewide, making Tennessee the second state after Indiana to implement a complete ban.
The bill (HB 2505) has taken effect and will be enforced from July 1. Under the regulations, installing or operating a "virtual currency kiosk" (i.e., a Bitcoin ATM) will be considered a Class A misdemeanor, punishable by up to one year in jail and a $2,500 fine. Merchants allowing such devices on their premises will also face legal liability.
Currently, most US states have strengthened regulation through licensing systems and transaction limits, but outright bans remain rare. Data shows that 30 states have proposed related legislation since 2026, with 20 states having passed laws, indicating a continued tightening focus on the risks of crypto ATM fraud.
Hikvision to Raise Hard Drive Prices on July 1, Q3 OEM Costs Up Over 50%
Odaily News Hikvision recently issued a price adjustment notice for hard drives to its distributors, stating that hard drive product prices will be adjusted upwards starting July 1 this year. Additionally, other Hikvision products will undergo a price increase before July 1. This hard drive price adjustment is mainly targeted at distributor channels. Facing the current volatile supply and price situation, Hikvision has recommended that distributors lock in orders and prices as soon as possible.
This is not Hikvision's first price adjustment, nor is it an isolated case. Regarding the reason for this adjustment, insiders say the core reason is the sustained "crowding out" effect caused by the "explosive" growth in AI demand. Hard drive procurement costs continue to rise; compared to Q2 of this year, OEMs' Q3 hard drive cost quotations have increased by over 50%. Based on the current market situation, product prices may continue to rise for some time. (Blue Whale Finance)
Polygon zkEVM Mainnet Beta to Shut Down on July 1, DeFi Assets Past Deadline Irretrievable
Odaily News According to an official Polygon announcement, the Polygon zkEVM mainnet Beta will begin its shutdown process on July 1, 2026, leaving approximately two weeks before a complete halt of services. The official team urgently reminds users to withdraw all on-chain assets and liquidity positions before this deadline, warning of the risk of irretrievable assets after the deadline.
The shutdown distinguishes between two types of asset handling rules: funds locked in DeFi protocols cannot be migrated automatically; assets held solely in personal wallets that are not bridged to the Ethereum mainnet by the deadline will be automatically migrated to Ethereum L1 by the system, claimable via a dedicated page. The platform urges users to complete pool removals and cross-chain operations as soon as possible to avoid permanent asset loss.
Mynth: Operations to Cease on July 1, Novaswap Custody Infrastructure to Go Offline
Odaily News Mynth has announced it will cease operations. The announcement states that the team began building the cross-chain protocol three years ago, but protocol usage did not reach the levels required for sustainable operation and continued expansion, failing to maintain the previous pace of innovation or expand to more blockchains. Mynth will stop supporting the custody infrastructure operated by Novaswap, and all operations will cease at 7:00 AM Beijing time on July 1. User funds remain secure and non-custodial, requiring no user action; swaps will continue to be processed until that time. The team will provide support via Discord until the end of July.
July 2
US to Release June Nonfarm Payroll Data on July 2
Odaily News On July 2, the US will release data including the June unemployment rate, June seasonally adjusted nonfarm payrolls, initial jobless claims for the week ending June 27, and the June average hourly earnings year-over-year/month-over-month.
Robinhood Teases July 2 Event, to Unveil Next-Gen Crypto Financial Products
Odaily News Robinhood announced it will hold an online event at the Old Royal Naval College in London at 19:00 UK time on July 1, 2026 (2:00 AM Beijing time on July 2). Robinhood stated the event will begin a "borderless market journey" and showcase its latest vision for the future of financial markets.
Robinhood Chairman and CEO Vlad Tenev will personally launch multiple new products. The company stated these products aim to further drive the integration of crypto assets with traditional finance and reshape the global financial services landscape. Robinhood indicated the event will focus on the development direction of a new era for the crypto industry and new opportunities for cross-border connectivity in financial markets.
Securitize to List on NYSE on July 2, Expected to Raise Approximately $400 Million
Odaily News The business combination between Securitize and SPAC Cantor Equity Partners II (Nasdaq: CEPT) is expected to raise approximately $400 million (including PIPE, before deducting expenses). Upon completion of the merger, the new company will be renamed Securitize Corp., and its common stock is expected to list on the NYSE under the ticker "SECZ" starting July 2. The CEPT shareholder meeting to vote on the transaction is scheduled for June 29, with the current redemption rate below 30%. Securitize claims to have obtained relevant regulatory licenses for digital securities infrastructure in both the US and the EU, and manages over $4 billion in on-chain real-world assets. (PR Newswire)
July 3
None
July 4
Trump Account to Open Registration and Initial Funding on July 4
Odaily News The "Trump Account" plan launched in the US has announced it will open registration and initial funding on July 4. First proposed alongside the 'Beautiful America' bill, the account allows parents to set up tax-deferred investment accounts for children under 18. Family, friends, and employers can also contribute to the account. The maximum annual deposit is $5,000, with the limit adjusted for inflation in the future. Additionally, the Trump Account allows employers to provide subsidized contributions for employees' children, up to $2,500 per year. The account will automatically convert to a traditional IRA structure when the holder turns 18, allowing continued investment and contributions. (war.gov)
July 5
None
Others (Specific Date TBD)
Pakistan: Technical Talks Between US and Iran to Resume Next Week
Odaily News Citing Al Arabiya TV from Saudi Arabia: Pakistan stated that technical talks between the US and Iran will resume next week. (Jin Shi)
US Government May Lift Restrictions on Anthropic's Fable 5 Model as Early as Next Week
Odaily News According to sources, the Trump administration is close to allowing Anthropic to restore access to its powerful Fable 5 model, which has been offline for 15 days due to
